Our 22nd episode is Volume 2 of our Top 10 Hit Parade. I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success and what they value most. I invite you to listen to some of these highlights we’re sharing. Many of the takeaways support our Sabbatical Experience. It involves living a life of significance, living a life with no regrets, with abundance, gratitude, increased perspective, and bei...
Sep 26, 2022•27 min•Ep. 22
Andrew Tappe is a true renaissance man. He lives a life led by a love for his family, filled with excitement and adventure. As a committed loving father, grandfather, and retired Fidelity executive, he brings great perspective. He now has time in his life now to pause and reflect. One thing for certain is that he is living life to the fullest. Listen in as Andrew shares his thoughts about living a life of significance. His thinking focuses on staying relevant to the people in his life that he tr...
Sep 12, 2022•34 min•Ep. 21
The shift from Return on Investment (ROI) to the Return on Life (ROL) has begun. Shifting discussions to personal meaning, purpose and legacy is what Michael Bradley has mastered in the pursuit of TRUE WEALTH. Listen in to hear Michael’s authenticity come alive as he shares his personal perspectives on the things that are really important when you have your hand on the hearts of your clients.
Aug 29, 2022•32 min•Ep. 20
Tired of wasting time and money on services that your clients don’t value? Listen in as Stephen Wershing shares some of his perspectives on really listening to your clients. If you truly want to make a difference in your clients’ lives, Stephen will give you some questions to think about, along with some of his best practices from years of facilitating client advisory boards. Nobody knows how to facilitate these advisory boards better than Stephen!
Aug 15, 2022•28 min•Ep. 19
I’ve had the pleasure of knowing Joe Corcoran Jr. for almost four decades. What an amazing guy who is truly making a difference in the lives of his clients and those he is privileged to serve. Listen to Joe’s philosophies on the partnerships that he’s built and the lives he’s changing through his work. He is an absolute pro and one of the greatest entrepreneurs I’ve worked with over the years!
Aug 01, 2022•31 min•Ep. 18
If confidence, focus, and freedom are important to you to achieve extraordinary success in your business and life, then this is a podcast you must listen to. Hear the passion and insight of Art Schooley, Founder and Early Visionary for The Personal Coach, and The Personal Coach’s current President and CEO, Juli Leith as they discuss how to recharge your business momentum to get the business and life you are seeking.
Jul 18, 2022•44 min•Ep. 17
You’d be hard-pressed to find a better individual and an organization that truly understands what client engagement is all about. Julie Littlechild is an absolute expert on the issues of client loyalty. Listen in as Julie and I have a fun conversation comparing notes while listening to Julie’s thoughts on authenticity, disruption, and the “lesson of the mixtape”.
Jul 04, 2022•32 min•Ep. 16
Anne Apking is a proven leader in designing high-performance learning journeys. Her passion for design is contagious. Listen to Anne describe her two favorite words, “I wonder…” This questioning mindset applies to any endeavor you are trying to achieve. Anne’s description of proper learning design as well as the pitfalls in what should be avoided requires a notepad as she shares some invaluable nuggets. A key part of Anne’s work today is helping successful individuals think about the next 5 to 2...
Jun 06, 2022•30 min•Ep. 15
Alan Feldman has had a tremendous career focused on Real Estate, Management, and Finance. However, he’s done so much more, his resume includes a fantastic family, married for 35 years with 3 children. Alan’s passion for education and teaching others will also impress you. He’s continually searching for ways to give his time, talent, and treasure to causes where he can make a meaningful difference in the lives of others. During our podcast, Alan shares some simple rules, words, and wisdom from hi...
May 23, 2022•32 min•Ep. 14
Mark Colgan has been in the Wealth Management business since 1993 and a Certified Financial Planner™ professional since 1999. A week before 911, Mark experienced an extraordinary and traumatic event in his life – the unexpected passing of his wife. What he experienced soon became the impetus to help others experiencing the unfathomable – losing their best friend. Mark’s newest book, “Death’s Red Tape”, will fully help individuals who need guidance on the important details that need to be ultimat...
May 09, 2022•35 min•Ep. 13
This episode is our version of a Top 10 Hit Parade. I’ve been privileged to interview a number of leaders, managers, and coaches, to really rewind their lives and their careers to talk about their journeys to success. I invite you to listen to some of these highlights we’re sharing around living a life of significance, living a life with no regrets, living a life with abundance, with gratitude, with a quest to be your best, having perspective in your life. And ultimately, to live your legacy, no...
Apr 25, 2022•36 min•Ep. 12
Dan Wilhite brings a lifetime of business perspectives coupled with his ongoing thirst for intellectual curiosity and what life’s opportunities are for all of us to grasp. Learn how Dan generously funded a part of a children’s school in Cuba, how he talks about the five most important questions in life, and how a ride through the Rockies gave him added perspective in his thinking.
Apr 11, 2022•39 min•Ep. 11
Judith Patton has some interesting perspectives on life. You may want to have a journal by your side as you listen to this podcast. Judith’s comments on the following will make you want to listen to this podcast more than once: Some of us are surprised by our own success. We start to see things differently over time. Life interferes with life. Things can become hidden within ourselves. These are just a few of the topics that Judith will give you her thoughts on and make her concept of a “Be Rele...
Mar 28, 2022•34 min•Ep. 10
Taking the time to listen to some of Doug Rea’s stories will literally blow you away. What a privilege to interview a guy who has experienced things that you will be in some cases shocked and at the same time inspired by. Doug Rea is a freelance still, video & FAA certified aerial photographer, editor and multimedia producer for humanitarian and media organizations. He has shot stories in Haiti, India, Indonesia, North and South America, Puerto Rico and Sub-Saharan Africa. He has produced st...
Mar 14, 2022•33 min•Ep. 9
Listen to a riveting story of how Vito’s career and decision to move on, has impacted the lives of many. From his family, to the kids that he’s been blessed to coach over the last two decades of his life, Vito continues to make a difference. Hear about how his meeting with the legendary coach John Wooden, his daily dinner-time coaching from his father, and how a assignment from his grandfather to work on his pride and joy left an indelible mark in Vito’s mind and actions going forward. Vito is i...
Feb 28, 2022•34 min•Ep. 8
As a Mental Toughness Coach, Chris Dorris is ultimately in the business of Success Coaching. He helps people close the gap between how they live their lives and how they want to live them going forward. He started his career as a social worker working on the streets of Atlantic City, helping the mentally ill, drug-addicted and homeless populations upgrade their lives. Today Chris coaches several of the top-performing sales teams and leaders from multiple Fortune 500 companies. He’s trained the m...
Feb 14, 2022•42 min•Ep. 7
Leonie is a seasoned strategic growth and cultural change executive with exceptional relationship management and communication skills. She is a values-based leader and strategic thinker who makes decisions based on facts. Leonie is an amazing individual. I don’t know of anyone in my Rolodex who totally gets the concepts of mindfulness, whether in business or personal interactions. She absolutely gets it as it relates to being completely present with individuals, listening as if she’s feeling the...
Jan 31, 2022•39 min•Ep. 6
John is my sales training, coaching and leadership lifeline. If there was such a thing as a “Yoda” or “Guru” in my life that I turn to for advice and counsel, it’s John Hoskins. John has truly made a difference in the lives of sales leaders and professionals, challenging them to be their best. But maybe more important John has demonstrated abundance by giving his time, talent and treasure toward a program called Life Plan, helping kids create plans for their futures. I invite you to listen in to...
Jan 17, 2022•37 min•Ep. 5
Scott McLean is a former C-Suite executive and is now coaching entrepreneurs to take their businesses to the next level. He is asking questions of others that he has been asked in his career. And he has some serious perspective. Imagine being in the epicenter of Wall Street, being at the pinnacle of your business career. Less than 48 hours later your life is permanently altered with the news of losing a loved one. A 2×4 hit across the head to your family. Career and personal growth now dealing w...
Jan 03, 2022•45 min•Ep. 4
Dean Manjuris has truly lived a life of significance. He rose from the ranks of a Financial Advisor to the C-Suite as the Vice Chairman of one of the leading global wealth management firms. Dean’s core values of his extraordinary (a word he loves) love for his family, his passion for the investment and the music business will give you a fresh perspective to look at your own passions. Dean continues to drum away with his future by constantly finding ways to help others in need of career and life ...
Dec 20, 2021•38 min•Ep. 3
When you have been in a position of overseeing 9 million families and over $1.6 trillion in assets, I believe we would agree that someone has some unique perspective. Few people can look at the wealth management industry from 40,000 feet. Can you see the trends and more importantly, can you challenge and guide advisors on what they need to do to compete at new levels going forward. Steve Gresham, president and founder of The Gresham Company and The Execution Project is in rarified air. Listen in...
Dec 06, 2021•39 min
When you have known someone for 48 years, valued their friendship and brotherhood, and you are still amazed at all the things that Bob is doing to make a difference in the lives of others, this was the place to start our podcast series. Bob actually coined the phrase of being on a “selfish rocket ship” for most of his career. And what a career of climbing the corporate ladder and realizing when enough was enough. Enough in Bob’s giving of his time, talent and treasure was just beginning to takeo...
Nov 02, 2021•34 min•Ep. 1
